Infrastructure as an Inflation hedge - look no further?
March 22, 2022 10 Minute Read Time
Geopolitical concerns fuel the already soaring prices in many major markets. Investors turn to infrastructure as safe haven in inflationary periods, but has the asset class delivered, and what are the risks?
Infrastructure encompasses many sectors and assets with diverse regulatory, market and contractual mechanisms to pass-through inflation. Our latest report examines the effectiveness of infrastructure as a hedge against inflation, the timeliness of inflation recovery, and the areas of potential cost mismatches that investors need to study carefully.